KARA 09/09/2014 5:09 PM
990
Form
Return of Organization Exempt From Income Tax
Department of the Treasury Internal Revenue Service
A For the 2013 calendar year, or tax year beginning B Check if applicable: C Name of organization
, and ending D
Number and street (or P.O. box if mail is not delivered to street address)
Initial return
Room/suite
Palo Alto
Application pending
650-321-5272 CA 94301
835,651
G Gross receipts$
F Name and address of principal officer:
Brad Whitworth 457 Kingsley Avenue Palo Alto CA 94301 Tax-exempt status: X 501(c)(3) 501(c) ( ) (insert no.) 4947(a)(1) or www.kara-grief.org Website: Form of organization: X Corporation Trust Association Other
H(a) Is this a group return for subordinates?
Yes
H(b) Are all subordinates included?
Yes
Revenue Expenses
No No
If "No," attach a list. (see instructions) 527 H(c) Group exemption number L
Year of formation:
1976
M State of legal domicile:
CA
..........................................................................
Kara's mission is to provide grief support for children, teens, families adults. Our guiding value is empathy. Every day we provide compassion . . .and .................................................................................................................................................... support to children and adults because loss and grief impact everyone. . . .and .................................................................................................................................................... .......................................................................................................................................................
2 Check this box if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 3 Number of voting members of the governing body (Part VI, line 1a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 4 Number of independent voting members of the governing body (Part VI, line 1b) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6 Total number of volunteers (estimate if necessary) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a 7a Total unrelated business revenue from Part VIII, column (C), line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b b Net unrelated business taxable income from Form 990-T, line 34 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
8 8 13 150
Prior Year
Net Assets or Fund Balances
X
Summary
1 Briefly describe the organization's mission or most significant activities: Activities & Governance
Telephone number
City or town, state or province, country, and ZIP or foreign postal code
Amended return
Part I
E
457 Kingsley Avenue
Terminated
K
Employer identification number
94-2431483
Doing Business As
Name change
I
2013
Open to Public Inspection
KARA
Address change
J
OMB No. 1545-0047
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Do not enter Social Security numbers on this form as it may be made public. Information about Form 990 and its instructions is at www.irs.gov/form990.
8 Contributions and grants (Part VIII, line 1h) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Program service revenue (Part VIII, line 2g) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) . . . . . . . . . . . . . . . . . . . 12 Total revenue – add lines 8 through 11 (must equal Part VIII, column (A), line 12) . . . . . . . 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3) . . . . . . . . . . . . . . . . . . . . . . . . . 14 Benefits paid to or for members (Part IX, column (A), line 4) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) . . . . . . . 16a Professional fundraising fees (Part IX, column (A), line 11e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Total fundraising expenses (Part IX, column (D), line 25) . . . . . . . . . .164,713 ..................... 17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . 19 Revenue less expenses. Subtract line 18 from line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Total assets (Part X, line 16) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Total liabilities (Part X, line 26) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Net assets or fund balances. Subtract line 21 from line 20 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part II
Current Year
821,581 73,930 3,420 -15,609 883,322
744,612 88,066 2,231 -1,696 833,213 0 0 646,064 0
675,730 304,323 980,053 -96,731
284,066 930,130 -96,917
Beginning of Current Year
End of Year
532,851 50,992 481,859
Copy
0 0
427,103 42,490 384,613
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer
Date
Type or print name and title Print/Type preparer's name
Paid Deborah Daly Preparer Firm's name Use Only Firm's address
Preparer's signature
Deborah Daly CPA 1592 Ramblewood Way Pleasanton, CA 94566
May the IRS discuss this return with the preparer shown above? (see instructions) For Paperwork Reduction Act Notice, see the separate instructions.
DAA
Date
Check
09/09/14
self-employed
if
PTIN
P00441755
Firm's EIN
925-426-1996 No . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X Yes Phone no.
Form
990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part III 1
KARA
94-2431483
Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III
Page
.......................................
2
X
Briefly describe the organization's mission:
Kara's . . . . . . . . . . . . .mission . . . . . . . . . . . . . . . . . is . . . . . . .to . . . . . . provide . . . . . . . . . . . . . . . . . .grief . . . . . . . . . . . . .support . . . . . . . . . . . . . . . . . for . . . . . . . . .children, . . . . . . . . . . . . . . . . . . . . . .teens, . . . . . . . . . . . . . . .families .................. and adults. Our guiding value is empathy. Every day we provide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .compassion .................... and . . . . . . support . . . . . . . . . . . . . . . . . .to . . . . . . children . . . . . . . . . . . . . . . . . . . .and . . . . . . . . .adults . . . . . . . . . . . . . . .because . . . . . . . . . . . . . . . . . loss . . . . . . . . . . . and . . . . . . . . .grief . . . . . . . . . . . . .impact . . . . . . . . . . . . . . . everyone. ................ 2
Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these new services on Schedule O. Did the organization cease conducting, or make significant changes in how it conducts, any program services? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," describe these changes on Schedule O. Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
3
4
Yes
X
No
Yes
X
No
) (Expenses $ . . . . . . . . . . .680,989 ) (Revenue $ . . . . . . . . . . . . . . . . . . . . . . . . . . ) ........ . . . . . . . . . . . . . . . including grants of$ . . . . . . . . . . . . . . . . . . . . . . . . . Kara is a nonprofit that has served the Bay Area since . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1976. . . . . . . . . . . . . . Our . . . . . . . . . grief ................ support services are provided primarily by volunteers who have . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .experience .................... in. . . .healing . . . . . . . . . . . . . . . . . from . . . . . . . . . . . personal . . . . . . . . . . . . . . . . . . . .loss. . . . . . . . . . . . . . With . . . . . . . . . . .the . . . . . . . . .aid . . . . . . . . of . . . . . . .professional . . . . . . . . . . . . . . . . . . . . . . . . . . . . staff . . . . . . . . . . . . . and .............. ongoing training Kara’s volunteers facilitate others’ journeys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .during .................... life-threatening . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .illness . . . . . . . . . . . . . . . . .and . . . . . . . . .bereavement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . Services . . . . . . . . . . . . . . . . . . . .include . . . . . . . . . . . . . . . . . individual . . . . . . . . . . . . . . . . . . . . . . . . peer ..... counseling; support groups; grief-related psychotherapy; A free . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .weekend .................. camp . . . . . . . . for . . . . . . . . . grieving . . . . . . . . . . . . . . . . . . . .children . . . . . . . . . . . . . . . . . . . and . . . . . . . . . teens; . . . . . . . . . . . . . . . onsite . . . . . . . . . . . . . . . .support . . . . . . . . . . . . . . . . .for . . . . . . . . .schools, ................................. corporations and community organization who are anticipating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . or . . . . . . .who . . . . . . . . .have ......... experienced a loss; and educational programs for caregiving professionals. . .......................................................................................................................................................... Since . . . . . . . . . . .Kara . . . . . . . . . . offers . . . . . . . . . . . . . . . .a . . . . range . . . . . . . . . . . . . of . . . . . . .services, . . . . . . . . . . . . . . . . . . . . . .an . . . . . . initial . . . . . . . . . . . . . . . . . .interview . . . . . . . . . . . . . . . . . . . . . is . . . . . . .scheduled .................... with potential clients to assess the client's need and determine . ..........................................................................................................................................................
4a (Code:
4b (Code:
........
) (Expenses $
..........................
including grants of$
.........................
) (Revenue $
..........................
)
. .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . ..........................................................................................................................................................
4c (Code:
........
) (Expenses $
..........................
including grants of$
.........................
) (Revenue $
..........................
)
. .......................................................................................................................................................... . ..........................................................................................................................................................
Copy
. .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . .......................................................................................................................................................... . ..........................................................................................................................................................
4d Other program services. (Describe in Schedule O.) (Expenses $ including grants of$ 4e Total program service expenses 680,989 DAA
) (Revenue $
) Form
990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part IV
KARA
94-2431483
Page
3
Checklist of Required Schedules Yes No
1 2 3 4 5
6
7 8 9
10 11 a b c d e f 12a b 13 14a b
15 16 17 18 19 20a b DAA
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule A . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete Schedule D, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If “Yes,” complete Schedule D, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,” complete Schedule D, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If “Yes,” complete Schedule D, Part V . . . . . . . . . . . . . . . . . . . . . . . . . . If the organization's answer to any of the following questions is “Yes,” then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable. Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X . . . . . . . . . . . . . Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X . . . . . . . . . . Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI and XII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain an office, employees, or agents outside of the United States? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If “Yes,” complete Schedule F, Parts I and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization operate one or more hospital facilities? If “Yes,” complete Schedule H . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 20a, did the organization attach a copy of its audited financial statements to this return? . . . . . . . . . . . . . . . . . . . . . . . . .
Copy
1 2
X X
3
X
4
X
5
X
6
X
7
X
8
X
9
X
10
X
11a
X
11b
X
11c
X
11d 11e
X X
11f
X
12a
X
12b 13 14a
X X X
14b
X
15
X
16
X
17
X
18 19 20a 20b Form
X X X 990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part IV
KARA
94-2431483
Page Yes
21 22 23
24a
b c d 25a b
26
27
28 a b c 29 30 31 32 33 34 35a b 36 37
38
DAA
4
Checklist of Required Schedules (continued)
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report more than $5,000 of grants or other assistance to individuals in the United States on Part IX, column (A), line 2? If "Yes," complete Schedule I, Parts I and III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization answer “Yes” to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception? . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If so, complete Schedule L, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If “Yes,” complete Schedule L, Part III . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions): A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If “Yes,” complete Schedule L, Part IV . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, or IV, and Part V, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization have a controlled entity within the meaning of section 512(b)(13)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes" to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copy
No
21
X
22
X
23
X
24a 24b
X
24c 24d 25a
X
25b
X
26
X
27
X
28a
X
28b
X
28c 29
X X
30
X
31
X
32
X
33
X
34 35a
X X
35b 36
X
37
X
38 Form
X 990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part V
KARA
94-2431483
Page
5
Statements Regarding Other IRS Filings and Tax Compliance Check if Schedule O contains a response or note to any line in this Part V . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No
1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable . . . . . . . . . . . . . . . . . . . 10 1a 0 b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable . . . . . . . . . . . . . . . . 1b c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax 13 Statements, filed for the calendar year ending with or within the year covered by this return . . . . 2a b If at least one is reported on line 2a, did the organization file all required federal employment tax returns? . . . . . . . . . . . . . . . . . . . . . Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions) 3a Did the organization have unrelated business gross income of $1,000 or more during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O . . . . . . . . . . . . . . . . . . . . . . . . 4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” enter the name of the foreign country: .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts. 5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction? . . . . . . . . . . . . . . . . . . . . c If “Yes” to line 5a or 5b, did the organization file Form 8886-T? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that may receive deductible contributions under section 170(c). 7 a Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization notify the donor of the value of the goods or services provided? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d If “Yes,” indicate the number of Forms 8282 filed during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7d e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract? . . . . . . . . . . . . . . . . . f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? . . . . . . . . . . . . . . . . . . . . . g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? . . h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting 8 organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Sponsoring organizations maintaining donor advised funds. 9 a Did the organization make any taxable distributions under section 4966? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Did the organization make a distribution to a donor, donor advisor, or related person? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Section 501(c)(7) organizations. Enter: 10a a Initiation fees and capital contributions included on Part VIII, line 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10b b Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities . . . . . . . . . 11 Section 501(c)(12) organizations. Enter: 11a a Gross income from members or shareholders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11b 12a Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041? . . . . . . . . . . . . . . . . . b If “Yes,” enter the amount of tax-exempt interest received or accrued during the year . . . . . . . . . . 12b 13 Section 501(c)(29) qualified nonprofit health insurance issuers. a Is the organization licensed to issue qualified health plans in more than one state? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Note. See the instructions for additional information the organization must report on Schedule O. b Enter the amount of reserves the organization is required to maintain by the states in which 13b the organization is licensed to issue qualified health plans . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Enter the amount of reserves on hand . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13c 14a Did the organization receive any payments for indoor tanning services during the tax year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O . . . . . . . . . . . . . . . . . . . . . . DAA
Copy
1c
2b
X
3a 3b
X
4a
X
5a 5b 5c
X X
6a
X
6b
7a 7b
X X
7c
X
7e 7f 7g 7h
X X
8 9a 9b
12a
13a
14a 14b Form
X 990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part VI
KARA
94-2431483
Page
6
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions. Check if Schedule O contains a response or note to any line in this Part VI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . X
Section A. Governing Body and Management Yes No
8 1a Enter the number of voting members of the governing body at the end of the tax year . . . . . . . . . . . . . . . . . . . . . . . If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O. b Enter the number of voting members included in line 1a, above, who are independent . . . . . . . . . . . . . . . . . . . . . . 1b 8 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with 2 2 any other officer, director, trustee, or key employee? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Did the organization delegate control over management duties customarily performed by or under the direct 3 supervision of officers, directors, or trustees, or key employees to a management company or other person? . . . . . . . . . . . . . . . . . . 4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? . . . . . . . . . . . . 4 Did the organization become aware during the year of a significant diversion of the organization’s assets? . . . . . . . . . . . . . . . . . . . . . 5 5 Did the organization have members or stockholders? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 6 7a Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7a b Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7b Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following: 8 8a a The governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8b b Each committee with authority to act on behalf of the governing body? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at 9 the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 1a
X X X X X X X X X X
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.) Yes No 10a Did the organization have local chapters, branches, or affiliates? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? . . . . . . . . . . . . . . . . . . . . 11a Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? . b Describe in Schedule O the process, if any, used by the organization to review this Form 990. 12a Did the organization have a written conflict of interest policy? If “No,” go to line 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? c Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Did the organization have a written whistleblower policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Did the organization have a written document retention and destruction policy? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision? a The organization’s CEO, Executive Director, or top management official . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Other officers or key employees of the organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes” to line 15a or 15b, describe the process in Schedule O (see instructions). 16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the
Copy
organization’s exempt status with respect to such arrangements?
Section C. Disclosure 17 18
19 20
X
10b 11a
X
12a 12b
X X
12c 13 14
X X X
15a 15b
X
16a
X X
16b
List the states with which a copy of this Form 990 is required to be filed CA ............................................................................ Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (Section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply. Own website Another's website X Upon request Other (explain in Schedule O) Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year. State the name, physical address, and telephone number of the person who possesses the books and records of the 457 Kingsley Avenue organization: Jim Santucci
Palo Alto DAA
................................................................
10a
CA 94301
650-321-5272 Form
990 (2013)
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KARA 94-2431483 Page 7 Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors Check if Schedule O contains a response or note to any line in this Part VII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Form 990 (2013)
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees 1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year. List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid. List all of the organization's current key employees, if any. See instructions for definition of "key employee." List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations. List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of reportable compensation from the organization and any related organizations. List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the organization, more than $10,000 of reportable compensation from the organization and any related organizations. List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees; and former such persons.
• • • • •
Check this box if neither the organization nor any related organizations compensated any current officer, director, or trustee. (A) Name and Title
(C) Position (do not check more than one box, unless person is both an officer and a director/trustee) Former
Highest compensated employee
Key employee
Officer
Institutional trustee
Individual trustee or director
(1) Kimberly
(B) Average hours per week (list any hours for related organizations below dotted line)
(D) Reportable compensation from the organization (W-2/1099-MISC)
(E) Reportable compensation from related organizations (W-2/1099-MISC)
(F) Estimated amount of other compensation from the organization and related organizations
Griffin
1.00 0.00 (2) Othar Hansson, Ph.D. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00 ........... Chair Emeritus 0.00 (3) Ruth Richerson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.00 ........... At Large 0.00 (4) Brad Whitworth . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00 ........... President 0.00 (5) Linda Aronson . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00 ........... Vice President 0.00 (6) Wayne Davison . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00 ........... Treasurer 0.00 (7) Elizabeth Quinn . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2.00 ........... Secretary 0.00 (8) Elena Tindall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.00 ........... At Large 0.00 (9) Jim Santucci, CPA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40.00 ............. Exec Director 0.00 . ....................................................
At Large
(10)
X
0
0
0
X
0
0
0
X
0
0
0
X
X
0
0
0
X
X
0
0
0
X
X
0
0
0
0
0
0
0
0
0
83,393
0
7,834
Copy X
X
X
X
. ....................................................
(11)
. .................................................... DAA
Form
990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013) KARA 94-2431483 Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued) Part VII (A) Name and title
(C) Position (do not check more than one box, unless person is both an officer and a director/trustee) Former
Highest compensated employee
Key employee
Officer
Institutional trustee
Individual trustee or director
(B) Average hours per week (list any hours for related organizations below dotted line)
(D) Reportable compensation from the organization (W-2/1099-MISC)
(E) Reportable compensation from related organizations (W-2/1099-MISC)
Page
8
(F) Estimated amount of other compensation from the organization and related organizations
(12) . ....................................................
(13) . ....................................................
(14) . ....................................................
(15) . ....................................................
(16) . ....................................................
(17) . ....................................................
(18) . ....................................................
(19) . ....................................................
1b c d 2
Sub-total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83,393 Total from continuation sheets to Part VII, Section A . . . . . . . . Total (add lines 1b and 1c) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83,393 Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organization 0
7,834 7,834 Yes No
3
Did the organization list any former officer, director, or trustee, key employee, or highest compensated 3 employee on line 1a? If “Yes,” complete Schedule J for such individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such 4 individual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual 5 for services rendered to the organization? If “Yes,” complete Schedule J for such person . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Section B. Independent Contractors 1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization's tax year.
Copy (A)
Name and business address
2 DAA
(B)
X X
(C)
Description of services
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization
X
Compensation
0 Form
990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part VIII
KARA
94-2431483
Statement of Revenue Check if Schedule O contains a response or note to any line in this Part VIII
Gifts, Grants Program Service RevenueContributions, and Other Similar Amounts
(A) Total revenue
1a b c d e f
Federated campaigns . . . . . Membership dues . . . . . . . . . Fundraising events . . . . . . . . Related organizations . . . . . Government grants (contributions) . . All other contributions, gifts, grants, and similar amounts not included above
1a 1b 1c 1d 1e
(B) Related or exempt function revenue
Page
9
..................................... (C) Unrelated business revenue
(D) Revenue excluded from tax under sections 512-514
51,684
692,928 1f g Noncash contributions included in lines 1a-1f: $ . . . . . . . . . .25,372 ........... h Total. Add lines 1a–1f . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
744,612
Busn. Code
2a . . . .Therapy . . . . . . . . . . . Fees ............................. b . ........................................... c . ........................................... d . ........................................... e . ........................................... f All other program service revenue . . . . . . . . g Total. Add lines 2a–2f . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Investment income (including dividends, interest, and other similar amounts) . . . . . . . . . . . . . . . . . . . . . . . . 4 Income from investment of tax-exempt bond proceeds 5 Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6a b c d 7a
(i) Real
(ii) Personal
Net rental income or (loss)
.........................
88,066
88,066
88,066 2,231
2,231
-2,438
-2,438
Gross rents Less: rental exps. Rental inc. or (loss) Gross amount from sales of assets other than inventory
(i) Securities
(ii) Other
b Less: cost or other
Other Revenue
basis & sales exps.
c Gain or (loss) d Net gain or (loss) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8a Gross income from fundraising events (not including $ . . . . . . . . . .51,684 .......... of contributions reported on line 1c). See Part IV, line 18 . . . . . . . . . . . . . . a 2,438 b Less: direct expenses . . . . . . . . . b c Net income or (loss) from fundraising events . . . . . . 9a Gross income from gaming activities. See Part IV, line 19 . . . . . . . . . . . . . . a b Less: direct expenses . . . . . . . . . b c Net income or (loss) from gaming activities . . . . . . . 10a Gross sales of inventory, less returns and allowances . . . . . . . a b Less: cost of goods sold . . . . . . b c Net income or (loss) from sales of inventory . . . . . . .
Copy
Miscellaneous Revenue
Busn. Code
11a . .Refunds . . . . . . . . . . .& . . . reimbursements ............................ b . ........................................... c . ........................................... d All other revenue . . . . . . . . . . . . . . . . . . . . . . . . . . e Total. Add lines 11a–11d . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Total revenue. See instructions. . . . . . . . . . . . . . . . . . . DAA
742
742
742 833,213
88,808
0 Form
-207 990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part IX
KARA
94-2431483
Page
10
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A). Check if Schedule O contains a response or note to any line in this Part IX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Do not include amounts reported on lines 6b, 7b, 8b, 9b, and 10b of Part VIII. 1 2 3
4 5 6
7 8
Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 . . . Grants and other assistance to individuals in the U.S. See Part IV, line 22 . . . . . . . . . . . . . . Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 . . . . . . . . . Benefits paid to or for members . . . . . . . . . . . Compensation of current officers, directors, trustees, and key employees . . . . . . . . . . . . . . Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) . . . . . Other salaries and wages . . . . . . . . . . . . . . . . . Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) Other employee benefits . . . . . . . . . . . . . . . . . . Payroll taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Fees for services (non-employees): Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Legal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accounting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Lobbying . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Professional fundraising services. See Part IV, line 17 Investment management fees . . . . . . . . . . . .
9 10 11 a b c d e f g Other. (If line 11g amount exceeds 10% of line 25, column
(A) amount, list line 11g expenses on Schedule O.) . . . . . .
12 13 14 15 16 17 18 19 20 21 22 23 24
Advertising and promotion . . . . . . . . . . . . . . . . Office expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . Information technology . . . . . . . . . . . . . . . . . . . . Royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Occupancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Travel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Payments of travel or entertainment expenses for any federal, state, or local public officials Conferences, conventions, and meetings . Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Payments to affiliates . . . . . . . . . . . . . . . . . . . . . Depreciation, depletion, and amortization . Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
(B) Program service expenses
(C) Management and general expenses
(D) Fundraising expenses
83,393
16,679
8,339
58,375
464,459
399,688
30,011
34,760
51,467 46,745
39,115 35,526
3,603 3,272
8,749 7,947
12,020
12,020
75,182 5,253 32,034 7,154
58,925 1,431 11,405 6,360
8,166 422
16,257 3,822 12,463 372
95,155
86,421
4,642
4,092
4,328
2,038
1,888
402
2,215 5,988
1,969 4,551
131 419
115 1,018
Copy
Event Expense a . . .Special .......................................... Fees & Other b . . .Dues, .......................................... Events c . . .Community .......................................... Lease / Purchas d . . .Equipment .......................................... e All other expenses . . . . . . . . . . . . . . . . . . . . . . . . 25 Total functional expenses. Add lines 1 through 24e . . . 26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720) . . . . . . . . . . . . DAA
(A) Total expenses
13,520 8,520 8,178 7,189 7,330 930,130
13,520
8,520
8,178 3,801 4,902 680,989
1,388 1,607 84,428
2,000 821 164,713
Form
990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part X
KARA
94-2431483
Page
Check if Schedule O contains a response or note to any line in this Part X
...........................................................
(A) Beginning of year
Net Assets or Fund Balances
Liabilities
Assets
1 2 3 4 5
DAA
11
Balance Sheet
Cash—non-interest bearing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Savings and temporary cash investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Pledges and grants receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Accounts receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions). Complete Part II of Schedule L . . . . . . . . . . . . . . . . . . . . 7 Notes and loans receivable, net . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Inventories for sale or use . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Prepaid expenses and deferred charges . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10a Land, buildings, and equipment: cost or 48,074 other basis. Complete Part VI of Schedule D . . . . . . . . 10a 43,417 10b b Less: accumulated depreciation . . . . . . . . . . . . . . . . . . . . . 11 Investments—publicly traded securities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Investments—other securities. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Investments—program-related. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Intangible assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Other assets. See Part IV, line 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Total assets. Add lines 1 through 15 (must equal line 34) . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Accounts payable and accrued expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Grants payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Deferred revenue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Tax-exempt bond liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Escrow or custodial account liability. Complete Part IV of Schedule D . . . . . . . . . . . . . . . 22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons. Complete Part II of Schedule L . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Secured mortgages and notes payable to unrelated third parties . . . . . . . . . . . . . . . . . . . . 24 Unsecured notes and loans payable to unrelated third parties . . . . . . . . . . . . . . . . . . . . . . . 25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Total liabilities. Add lines 17 through 25 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that follow SFAS 117 (ASC 958), check here X and complete lines 27 through 29, and lines 33 and 34. 27 Unrestricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Temporarily restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Permanently restricted net assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Organizations that do not follow SFAS 117 (ASC 958), check here and complete lines 30 through 34. 30 Capital stock or trust principal, or current funds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Paid-in or capital surplus, or land, building, or equipment fund . . . . . . . . . . . . . . . . . . . . . . 32 Retained earnings, endowment, accumulated income, or other funds . . . . . . . . . . . . . . . 33 Total net assets or fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Total liabilities and net assets/fund balances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
415,429 68,129 10,632
(B) End of year 1 2 3 4
210,831 174,658 3,927
5
5,907 6,872 25,882
532,851 50,992
6 7 8 9
10c 11 12 13 14 15 16 17 18 19 20 21
17,595 4,657 15,435
427,103 42,490
22 23 24
50,992 431,859 50,000
Copy
481,859 532,851
25 26
27 28 29
30 31 32 33 34
42,490 278,379 106,234
384,613 427,103 Form
990 (2013)
KARA 09/09/2014 5:09 PM
Form 990 (2013)
Part XI
KARA
94-2431483
Check if Schedule O contains a response or note to any line in this Part XI 1 2 3 4 5 6 7 8 9 10
12
.................................................
Total revenue (must equal Part VIII, column (A), line 12) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total expenses (must equal Part IX, column (A), line 25) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Revenue less expenses. Subtract line 2 from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . . . . . . . . . . . . . . . . . . . . . . . . Net unrealized gains (losses) on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Investment expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Prior period adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other changes in net assets or fund balances (explain in Schedule O) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII
Page
Reconciliation of Net Assets 1 2 3 4 5 6 7 8 9
833,213 930,130 -96,917 481,859 -329
10
384,613
Financial Statements and Reporting Check if Schedule O contains a response or note to any line in this Part XII
................................................
Yes No 1
2a
b
c
3a b
Accounting method used to prepare the Form 990: Cash X Accrual Other If the organization changed its method of accounting from a prior year or checked “Other,” explain in Schedule O. Were the organization's financial statements compiled or reviewed by an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both: Separate basis Consolidated basis Both consolidated and separate basis Were the organization's financial statements audited by an independent accountant? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If "Yes," check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both: X Separate basis Consolidated basis Both consolidated and separate basis If “Yes” to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant? . . . . . . . . . . . . . . . . . . . If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O. As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. . . . . . . . . . . . . . . . . . . . . .
2b
X
2c
X
3a
DAA
X
3b Form
Copy
X
2a
990 (2013)
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Public Charity Status and Public Support
SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Service
2013 Open to Public Inspection
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
Name of the organization
Employer identification number
KARA Part I
OMB No. 1545-0047
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust. Attach to Form 990 or Form 990-EZ.
94-2431483
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.) 1 A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i). 2 A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.) 3 A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii). 4 A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . An organization operated for the benefit of a college or university owned or operated by a governmental unit described in 5 section 170(b)(1)(A)(iv). (Complete Part II.) A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v). 6 7 X An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.) 8 A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.) 9 An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.) 10 An organization organized and operated exclusively to test for public safety. See section 509(a)(4). An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the 11 purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that describes the type of supporting organization and complete lines 11e through 11h. e
f g
h
a Type I b Type II c Type III–Functionally integrated d Type III–Non-functionally integrated By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons? (i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below, the governing body of the supported organization? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) A family member of a person described in (i) above? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (iii) A 35% controlled entity of a person described in (i) or (ii) above? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1–9 above or IRC section (see instructions))
(iv) Is the organization (v) Did you notify (vi) Is the in col. (i) listed in your the organization in organization in col. col. (i) of your (i) organized in the governing document? support?
Yes
No
Yes
No
Yes
No
11g(i) 11g(ii) 11g(iii)
(vii) Amount of monetary support
U.S.?
Yes
No
(A) (B) (C) (D) (E)
Copy
Total For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. DAA
Schedule A (Form 990 or 990-EZ) 2013
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Schedule A (Form 990 or 990-EZ) 2013
KARA
94-2431483
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.) Section A. Public Support Calendar year (or fiscal year beginning in) 1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . . . . . . .
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . .
3
The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . . Total. Add lines 1 through 3 . . . . . . . . . . The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) . . . . . . . . . . Public support. Subtract line 5 from line 4.
4 5
6
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
656,530
670,083
239,475
821,581
744,612
3,132,281
656,530
670,083
239,475
821,581
744,612
3,132,281
638,655 2,493,626
Section B. Total Support
Calendar year (or fiscal year beginning in) 7 8
9
10
11 12 13
Amounts from line 4 . . . . . . . . . . . . . . . . . . Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
656,530
670,083
239,475
821,581
744,612
(f) Total 3,132,281
19,913
22,452
3,832
3,420
2,231
51,848
Net income from unrelated business activities, whether or not the business is regularly carried on . . . . . . . . . . . . . . . . . Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) . . . . . . . . . . . . . . . . . . . Total support. Add lines 7 through 10 3,184,129 309,208 Gross receipts from related activities, etc. (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Section C. Computation of Public Support Percentage
14 78.31 % 14 Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77.28 % 15 15 Public support percentage from 2012 Schedule A, Part II, line 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16a 33 1/3% support test—2013. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this X box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 33 1/3% support test—2012. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17a 10%-facts-and-circumstances test—2013. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the “facts-and-circumstances” test, check this box and stop here. Explain in Part IV how the organization meets the “facts-and-circumstances” test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b 10%-facts-and-circumstances test—2012. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the “facts-and-circumstances” test, check this box and stop here. Explain in Part IV how the organization meets the “facts-and-circumstances” test. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copy
Schedule A (Form 990 or 990-EZ) 2013
DAA
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Schedule A (Form 990 or 990-EZ) 2013
KARA
94-2431483
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.) Section A. Public Support Calendar year (or fiscal year beginning in) 1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross receipts from admissions, merchandise 2 sold or services performed, or facilities furnished in any activity that is related to the organization’s tax-exempt purpose . . . . . . . . 3
Gross receipts from activities that are not an unrelated trade or business under section 513
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf . . . . . . . . . .
5
The value of services or facilities furnished by a governmental unit to the organization without charge . . . . . . . . . . Total. Add lines 1 through 5 . . . . . . . . . .
6
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7a Amounts included on lines 1, 2, and 3 received from disqualified persons . . .
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year . c Add lines 7a and 7b . . . . . . . . . . . . . . . . . . 8 Public support (Subtract line 7c from line 6.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b
Section B. Total Support
Calendar year (or fiscal year beginning in) 9
Amounts from line 6
..................
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources . . b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975 . . . . . . . . .
c
Add lines 10a and 10b
................
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on . .
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.) . . . . . . . . . . . . . . . . . . . Total support. (Add lines 9, 10c, 11, and 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . First five years. If the Form 990 is for the organization’s first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
13 14
Copy
Section C. Computation of Public Support Percentage 15 16
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Public support percentage from 2012 Schedule A, Part III, line 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15 16
% %
Section D. Computation of Investment Income Percentage
17 17 Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f)) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 18 Investment income percentage from 2012 Schedule A, Part III, line 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19a 33 1/3% support tests—2013. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . . . . . . b 33 1/3% support tests—2012. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization . . . . . . . . . . 20 Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions . . . . . . . . . . . . . . . . . . .
% %
Schedule A (Form 990 or 990-EZ) 2013
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Schedule A (Form 990 or 990-EZ) 2013
Part IV
KARA
94-2431483
Page 4
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
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Copy
Schedule A (Form 990 or 990-EZ) 2013
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Schedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
Schedule of Contributors Attach to Form 990, Form 990-EZ, or Form 990-PF. Information about Schedule B (Form 990, 990-EZ, 990-PF) and its instructions is at www.irs.gov/form990.
Name of the organization
2013
Employer identification number
KARA
94-2431483
Organization type (check one): Filers of:
Section:
Form 990 or 990-EZ
X
501(c)(
3
) (enter number) organization
4947(a)(1) nonexempt charitable trust not treated as a private foundation 527 political organization Form 990-PF
501(c)(3) exempt private foundation 4947(a)(1) nonexempt charitable trust treated as a private foundation 501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule. Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, $5,000 or more (in money or property) from any one contributor. Complete Parts I and II. Special Rules
X
For a section 501(c)(3) organization filing Form 990 or 990-EZ that met the 33 1/3 % support test of the regulations under sections 509(a)(1) and 170(b)(1)(A)(vi) and received from any one contributor, during the year, a contribution of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, total contributions of more than $1,000 for use exclusively for religious, charitable, scientific, literary, or educational purposes, or the prevention of cruelty to children or animals. Complete Parts I, II, and III. For a section 501(c)(7), (8), or (10) organization filing Form 990 or 990-EZ that received from any one contributor, during the year, contributions for use exclusively for religious, charitable, etc., purposes, but these contributions did not total to more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Do not complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions of $5,000 or $ ........................... more during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copy
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990, 990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ or on its Form 990-PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990, 990-EZ, or 990-PF). For Paperwork Reduction Act Notice, see the Instructions for Form 990, 990-EZ, or 990-PF.
DAA
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
KARA 09/09/2014 5:09 PM
Page Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Name of organization
KARA Part I (a) No.
1
. ......
94-2431483 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
75,000
...........................
. ..........................................................................
(a) No.
2
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
15,000
...........................
. ..........................................................................
(a) No.
3
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
............................................................................
............................................................................
$
31,500
...........................
............................................................................
(a) No.
4
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
35,000
...........................
. ..........................................................................
(a) No.
5
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
$
25,000
Copy
............................................................................
...........................
............................................................................
(a) No.
6
. ......
2
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................ . ..........................................................................
$
15,000
...........................
(d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution Person X Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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Page Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Name of organization
KARA Part I (a) No.
7
. ......
94-2431483 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
15,000
...........................
. ..........................................................................
(a) No.
8
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
15,000
...........................
. ..........................................................................
(a) No.
9
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
............................................................................
............................................................................
$
25,000
...........................
............................................................................
(a) No.
10
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
30,000
...........................
. ..........................................................................
(a) No.
11
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
$
65,000
Copy
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(a) No. . ......
2
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................ . ..........................................................................
$
...........................
(d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution Person X Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
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SCHEDULE D (Form 990) Department of the Treasury Internal Revenue Service
Supplemental Financial Statements Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b. Attach to Form 990. Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
Name of the organization
94-2431483 Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered “Yes” to Form 990, Part IV, line 6. (a) Donor advised funds
1 2 3 4 5 6
2 a b c d 3 4 5 6
(b) Funds and other accounts
Total number at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Aggregate contributions to (during year) . . . . . . . . . . . . . . . . . . . . . . . . . . . Aggregate grants from (during year) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Aggregate value at end of year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part II 1
Yes
No
Yes
No
Conservation Easements. Complete if the organization answered “Yes” to Form 990, Part IV, line 7.
Purpose(s) of conservation easements held by the organization (check all that apply). Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area Protection of natural habitat Preservation of a certified historic structure Preservation of open space Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year. Held at the End of the Tax Year 2a Total number of conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total acreage restricted by conservation easements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Number of conservation easements on a certified historic structure included in (a) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax year . . . . . . . . . . . . . . . Number of states where property subject to conservation easement is located . . . . . Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year
Yes
No
Yes
No
...............
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year $ ..........................
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B) (i) and section 170(h)(4)(B)(ii)? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes the organization’s accounting for conservation easements.
9
2013
Open to Public Inspection
Employer identification number
KARA Part I
OMB No. 1545-0047
Complete if the organization answered “Yes,” to Form 990,
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets. Complete if the organization answered “Yes” to Form 990, Part IV, line 8.
Copy
1a If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items. b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items: (i) Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items: a Revenues included in Form 990, Part VIII, line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ . . . . . . . . . . . . . . . . . . . . . . . . . . . b Assets included in Form 990, Part X . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ Schedule D (Form 990) 2013 For Paperwork Reduction Act Notice, see the Instructions for Form 990. DAA
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KARA 94-2431483 Page 2 Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
Schedule D (Form 990) 2013
Part III 3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a Public exhibition d Loan or exchange programs e b Scholarly research Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c Preservation for future generations 4 Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in Part XIII. 5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets to be sold to raise funds rather than to be maintained as part of the organization’s collection? . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part IV
Yes
No
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included on Form 990, Part X? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” explain the arrangement in Part XIII and complete the following table:
Yes
No
Amount c d e f 2a b
1c Beginning balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Additions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1d 1e Distributions during the year . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1f Ending balance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes Did the organization include an amount on Form 990, Part X, line 21? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . If “Yes,” explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part V
Endowment Funds. Complete if the organization answered “Yes” to Form 990, Part IV, line 10. (a) Current year
(b) Prior year
(c) Two years back
(d) Three years back
1a Beginning of year balance . . . . . . . . . . . . b Contributions . . . . . . . . . . . . . . . . . . . . . . . . . . c Net investment earnings, gains, and losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d Grants or scholarships . . . . . . . . . . . . . . . . e Other expenditures for facilities and programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . f Administrative expenses . . . . . . . . . . . . . . g End of year balance . . . . . . . . . . . . . . . . . . . 2 Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as: a Board designated or quasi-endowment . . . . . . . . . . . . % . b Permanent endowment . . . . . . . . . . . . % c Temporarily restricted endowment . . . . . . . . . . . . . . % The percentages in lines 2a, 2b, and 2c should equal 100%. 3a Are there endowment funds not in the possession of the organization that are held and administered for the organization by: (i) unrelated organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (ii) related organizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes” to 3a(ii), are the related organizations listed as required on Schedule R? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Describe in Part XIII the intended uses of the organization’s endowment funds.
Part VI
Copy
(e) Four years back
Yes
No
3a(i) 3a(ii) 3b
Land, Buildings, and Equipment. Complete if the organization answered “Yes” to Form 990, Part IV, line 11a. See Form 990, Part X, line 10. Description of property
(a) Cost or other basis
(b) Cost or other basis
(c) Accumulated
(investment)
(other)
depreciation
(d) Book value
1a Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Buildings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2,711 2,079 c Leasehold improvements . . . . . . . . . . . . . . . . . 30,257 26,232 d Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15,106 15,106 e Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).) . . . . . . . . . . . . . . . . . . . . . . . . .
DAA
No
632 4,025 4,657
Schedule D (Form 990) 2013
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Schedule D (Form 990) 2013
Part VII
KARA
Page 3
94-2431483
Investments—Other Securities. Complete if the organization answered “Yes” to Form 990, Part IV, line 11b. See Form 990, Part X, line 12. (a) Description of security or category
(b) Book value
(including name of security)
(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (2) Closely-held equity interests . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (3) Other . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (A) ........................................................................ . . . . (B) ........................................................................ . . . . (C) ........................................................................ . . . . (D) ........................................................................ . . . . (E) ........................................................................ . . . . (F) ........................................................................ . . . . (G) ........................................................................ . . . . (H) ........................................................................ Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)
Part VIII
Investments—Program Related. Complete if the organization answered “Yes” to Form 990, Part IV, line 11c. See Form 990, Part X, line 13. (a) Description of investment
(b) Book value
(c) Method of valuation: Cost or end-of-year market value
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 13.)
Part IX
Other Assets. Complete if the organization answered “Yes” to Form 990, Part IV, line 11d. See Form 990, Part X, line 15. (b) Book value
(a) Description
(1) (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 15.)
Part X
..........................................................
Other Liabilities. Complete if the organization answered "Yes" to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
Copy
(a) Description of liability (b) Book value 1. (1) Federal income taxes (2) (3) (4) (5) (6) (7) (8) (9) Total. (Column (b) must equal Form 990, Part X, col. (B) line 25.) 2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization’s financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII DAA
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Schedule D (Form 990) 2013
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Schedule D (Form 990) 2013
Part XI 1 2 a b c d e 3 4 a b c 5
Page 4
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1 Total revenue, gains, and other support per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on line 1 but not on Form 990, Part VIII, line 12: 2a -329 Net unrealized gains on investments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64,800 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b 2c Recoveries of prior year grants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part VIII, line 12, but not on line 1: 4a Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . . . . . . . . . . 4b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c 5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XII 1 2 a b c d e 3 4 a b c 5
KARA
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered “Yes” to Form 990, Part IV, line 12a.
64,471 833,213
833,213
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered "Yes" to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on line 1 but not on Form 990, Part IX, line 25: 2a 64,800 Donated services and use of facilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2b Prior year adjustments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2c Other losses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2d Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add lines 2a through 2d . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2e 3 Subtract line 2e from line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amounts included on Form 990, Part IX, line 25, but not on line 1: 4a Investment expenses not included on Form 990, Part VIII, line 7b . . . . . . . . . . . . . . . . . 4b Other (Describe in Part XIII.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Add lines 4a and 4b . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4c 5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Part XIII
897,684
994,930
64,800 930,130
930,130
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part IV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Part X - FIN 48 Footnote
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The Organization is not classified as a private foundation and is exempt
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from federal and state taxes under section 501(c)3 of the Internal Revenue
. ................................................................................................................................................................
Code and Section 23701(d) of the California Code.
The Organization is
. ................................................................................................................................................................
considered a publicly supported organization.
The Financial Accounting
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Standards Boards prescribes a recognition threshold and a measurement
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attribute for financial statement recognition of tax positions taken or
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Copy
expected to be taken on a tax return.
Management has evaluated its
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uncertain tax positions and related income tax contingencies at December
. ................................................................................................................................................................
31, 2013 and does not believe any material tax positions exist.
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Schedule D (Form 990) 2013
Part XIII
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Page 5
Supplemental Information (continued)
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Schedule D (Form 990) 2013
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SCHEDULE G (Form 990 or 990-EZ)
Supplemental Information Regarding Fundraising or Gaming Activities Attach to Form 990 or Form 990-EZ.
Department of the Treasury Internal Revenue Service
Information about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
KARA 1
2013 Open to Public Inspection
Employer identification number
Name of the organization
Part I
OMB No. 1545-0047
Complete if the organization answered “Yes” to Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
94-2431483
Fundraising Activities. Complete if the organization answered “Yes” to Form 990, Part IV, line 17. Form 990-EZ filers are not required to complete this part.
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a
Mail solicitations
e
Solicitation of non-government grants
b
Internet and email solicitations
f
Solicitation of government grants
c
Phone solicitations
g
Special fundraising events
d
In-person solicitations
2a Did the organization have a written or oral agreement with any individual (including officers, directors, trustees or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services? . . . . . . . . . . . . . . . . . b If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is to be compensated at least $5,000 by the organization. (iii) Did fund-
(i) Name and address of individual or entity (fundraiser)
(ii) Activity
raiser have custody or control of contributions?
(iv) Gross receipts from activity
(v) Amount paid to (or retained by) fundraiser listed in col. (i)
Yes
No
(vi) Amount paid to (or retained by) organization
Yes No 1
2
3
4
5
6
7
8
9
10
Copy
Total . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ .
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. . DAA
Schedule G (Form 990 or 990-EZ) 2013
KARA 09/09/2014 5:09 PM
Page 2 KARA 94-2431483 Fundraising Events. Complete if the organization answered “Yes” to Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.
Schedule G (Form 990 or 990-EZ) 2013
Part II
(a) Event #1
(b) Event #2
(c) Other events (d) Total events
Revenue
Annual Gala (event type)
None (event type)
(add col. (a) through col. (c))
(total number)
1 Gross receipts . . . . . . . .
51,684
51,684
2 Less: Contributions . . 3 Gross income (line 1 minus line 2) . . . . . . . . . . . . . . . . . .
51,684
51,684
2,438
2,438
4 Cash prizes
..........
Direct Expenses
5 Noncash prizes . . . . . . . 6 Rent/facility costs
....
7 Food and beverages 8 Entertainment
.
........
9 Other direct expenses
2,438 -2,438
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Net income summary. Subtract line 10 from line 3, column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Direct Expenses
Revenue
Part III
Gaming. Complete if the organization answered “Yes” to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a. (a) Bingo
1 Gross revenue 2 Cash prizes
(b) Pull tabs/instant bingo/progressive bingo
(d) Total gaming (add
(c) Other gaming
col. (a) through col. (c))
.......
..........
3 Noncash prizes . . . . . . . 4 Rent/facility costs
....
5 Other direct expenses 6 Volunteer labor
.......
Yes No
................%
Yes . . . . . . . . . . . . . . . . % No
Yes No
.............
%
7 Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copy
8 Net gaming income summary. Subtract line 7 from line 1, column (d)
.............................................
9 Enter the state(s) in which the organization operates gaming activities: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Yes No a Is the organization licensed to operate gaming activities in each of these states? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “No,” explain: . ........................................................................................................................................................... . ...........................................................................................................................................................
10a Were any of the organization’s gaming licenses revoked, suspended or terminated during the tax year? b If “Yes,” explain:
.........................
Yes
No
. ........................................................................................................................................................... . ........................................................................................................................................................... DAA
Schedule G (Form 990 or 990-EZ) 2013
KARA 09/09/2014 5:09 PM
Schedule G (Form 990 or 990-EZ) 2013
KARA
Does the organization operate gaming activities with nonmembers? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity formed to administer charitable gaming? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Indicate the percentage of gaming activity operated in: a The organization’s facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13a b An outside facility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13b 14 Enter the name and address of the person who prepares the organization’s gaming/special events books and records: Name
No
Yes
No % %
..................................................................................................................................
15a Does the organization have a contract with a third party from whom the organization receives gaming revenue? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” enter the amount of gaming revenue received by the organization $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . and the amount of gaming revenue retained by the third party $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . c If “Yes,” enter name and address of the third party:
Yes
No
.....................................................................................................................................
Address 16
3
Yes
.....................................................................................................................................
Address
Name
Page
94-2431483
11 12
..................................................................................................................................
Gaming manager information: Name
............................................................................................................................
Gaming manager compensation $ . . . . . . . . . . . . . . . . . . . . . . . . . . . . Description of services provided Director/officer
................................................................................................
Employee
Independent contractor
Mandatory distributions: Is the organization required under state law to make charitable distributions from the gaming proceeds to retain the state gaming license? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the amount of distributions required under state law to be distributed to other exempt organizations or spent in the organization’s own exempt activities during the tax year $
17 a
Part IV
Yes
No
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v), and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................
Copy
. ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ . ................................................................................................................................................................ .
DAA
Schedule G (Form 990 or 990-EZ) 2013
KARA 09/09/2014 5:09 PM
SCHEDULE M (Form 990)
Complete if the organizations answered “Yes” on Form 990, Part IV, lines 29 or 30. Attach to Form 990. Information about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
Department of the Treasury Internal Revenue Service Name of the organization
Part I
1 2 3 4 5 6 7 8 9 10 11 12 13
14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29
OMB No. 1545-0047
Noncash Contributions
2013 Open To Public Inspection
Employer identification number
KARA
94-2431483
Types of Property (a)
(b)
Check if
Number of contributions or
applicable
items contributed
(c) Noncash contribution amounts reported on Form 990, Part VIII, line 1g
Art — Works of art . . . . . . . . . . . . . . . Art — Historical treasures . . . . . . . Art — Fractional interests . . . . . . . Books and publications . . . . . . . . . Clothing and household goods . . . . . . . . . . . . . . . . . . . . . . . . . . . . Cars and other vehicles . . . . . . . . . Boats and planes . . . . . . . . . . . . . . . . Intellectual property . . . . . . . . . . . . . Securities — Publicly traded . . . . Securities — Closely held stock . Securities — Partnership, LLC, or trust interests . . . . . . . . . . . . . . . . . Securities — Miscellaneous . . . . . Qualified conservation contribution — Historic structures . . . . . . . . . . . . . . . . . . . . . . . . Qualified conservation contribution — Other . . . . . . . . . . . . Real estate — Residential . . . . . . . Real estate — Commercial . . . . . . Real estate — Other . . . . . . . . . . . . . Collectibles . . . . . . . . . . . . . . . . . . . . . . Food inventory . . . . . . . . . . . . . . . . . . Drugs and medical supplies . . . . . Taxidermy . . . . . . . . . . . . . . . . . . . . . . . Historical artifacts . . . . . . . . . . . . . . . Scientific specimens . . . . . . . . . . . . Archeological artifacts . . . . . . . . . . . Items Other ( .Auction X 114 25,372 Based ......................... ) Other ( . . . . . . . . . . . . . . . . . . . . . . . . . . ) Other ( . . . . . . . . . . . . . . . . . . . . . . . . . . ) Other ( . . . . . . . . . . . . . . . . . . . . . . . . . . ) Number of Forms 8283 received by the organization during the tax year for contributions for 29 which the organization completed Form 8283, Part IV, Donee Acknowledgement . . . . . . . . . .
(d) Method of determining noncash contribution amounts
on actual sales
Copy
Yes
30a During the year, did the organization receive by contribution any property reported in Part I, lines 1 - 28, that it must hold for at least three years from the date of the initial contribution, and which is not required to be used for exempt purposes for the entire holding period? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” describe the arrangement in Part II. 31 Does the organization have a gift acceptance policy that requires the review of any non-standard contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32a Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash contributions? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . b If “Yes,” describe in Part II. 33 If the organization did not report an amount in column (c) for a type of property for which column (a) is checked, describe in Part II. For Paperwork Reduction Act Notice, see the Instructions for Form 990.
DAA
X
30a
31 32a
No
X X
Schedule M (Form 990) (2013)
KARA 09/09/2014 5:09 PM
Page 2 KARA 94-2431483 Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Schedule M (Form 990) (2013)
Part II
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Copy
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DAA
Schedule M (Form 990) (2013)
KARA 09/09/2014 5:09 PM
SCHEDULE O
Supplemental Information to Form 990 or 990-EZ
(Form 990 or 990-EZ)
Complete to provide information for responses to specific questions on Form 990 or 990-EZ or to provide any additional information.
Department of the Treasury Internal Revenue Service
OMB No. 1545-0047
2013
Attach to Form 990 or 990-EZ. Open to Public Information about Schedule O (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990. Inspection
Name of the organization
Employer identification number
KARA
94-2431483
Form 990, Part I, Line 6
. ................................................................................................................................................................
Volunteers provide counseling to individuals, facilitate groups, work at
. ................................................................................................................................................................
Camp Erin, provide outreach servcies and offer spanish speaking services.
. ................................................................................................................................................................
. ................................................................................................................................................................
Form 990, Part III, Line 4a - First Accomplishment
. ................................................................................................................................................................
appropriate service.
. ................................................................................................................................................................
Individual peer counseling is provided by trained volunteers who provide
. ................................................................................................................................................................
one-to-one emotional support for adults and teens who are anticipating or
. ................................................................................................................................................................
grieving the death of a loved one, or anticipating their own death. Support
. ................................................................................................................................................................
groups for children, teenagers and adults are organized by age and type of
. ................................................................................................................................................................
bereavement. Group participants share their experience and learn from the
. ................................................................................................................................................................
experience of others.
. ................................................................................................................................................................
Fee-based professional psychotherapy is available for bereaved adults,
. ................................................................................................................................................................
teens, children, couples and families whose loss is complicated by higher
. ................................................................................................................................................................
degrees of trauma, and/or additional relational or emotional circumstances.
. ................................................................................................................................................................
Camp Erin is a free two-day grief support camp designed for children and
. ................................................................................................................................................................
teens ages 6-17 who have experienced the death of a family member or
. ................................................................................................................................................................
friend. It gives the campers an opportunity to learn about grief while also
. ................................................................................................................................................................
enjoying fun camp activities.
. ................................................................................................................................................................
Copy
Visits to schools and workplaces help organizations process their grief
. ................................................................................................................................................................
when a death has occurred or is anticipated. Experienced facilitators help
. ................................................................................................................................................................
people process their reactions to the death and find ways to process their
. ................................................................................................................................................................
grief. Kara makes presentations on death and grief, tailored to meet a
. ................................................................................................................................................................
group's special needs. Kara also offers educational programs and training
. ................................................................................................................................................................
for professional caregivers.
. ................................................................................................................................................................
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ. DAA
Schedule O (Form 990 or 990-EZ) (2013)
KARA 09/09/2014 5:09 PM
Schedule O (Form 990 or 990-EZ) (2013)
Page
Name of the organization
2
Employer identification number
KARA
94-2431483
Kara invites the community to remember family and friends who have died at
. ................................................................................................................................................................
their annual Holiday Candlelight Service of Remembrance, at their annual
. ................................................................................................................................................................
"Walk to Remember" event.
. ................................................................................................................................................................
. ................................................................................................................................................................
Form 990, Part VI, Line 11b - Organization's Process to Review Form 990
. ................................................................................................................................................................
The tax return is prepared by a Certified Public Accountant and is
. ................................................................................................................................................................
forwarded to the Primary Officer for review.
The tax return is made
. ................................................................................................................................................................
available to all board members prior to its filing.
. ................................................................................................................................................................
. ................................................................................................................................................................
Form 990, Part VI, Line 12c - Enforcement of Conflicts Policy
. ................................................................................................................................................................
Each Board Member signs the following policy each year:
. ................................................................................................................................................................
I understand that the purposes of this policy are: to protect the integrity
. ................................................................................................................................................................
of Kara's decision-making process, to enable our constituencies to have
. ................................................................................................................................................................
confidence in our integrity, and to protect the integrity and reputation of
. ................................................................................................................................................................
volunteers, staff and board members.
. ................................................................................................................................................................
Upon or before election, hiring or appointment, I will make a full, written
. ................................................................................................................................................................
disclosure of interests, relationships, and holdings that could potentially
. ................................................................................................................................................................
result in a conflict of interest. This written disclosure will be kept on
. ................................................................................................................................................................
file and I will update it as appropriate.
. ................................................................................................................................................................
In the course of meetings or activities, I will disclose any interests in a
. ................................................................................................................................................................
transaction or decision where I (including my business or other nonprofit
. ................................................................................................................................................................
affiliation), my family and/or my significant other, employer, or close
Copy
. ................................................................................................................................................................
associates will receive a benefit or gain. After disclosure, I understand
. ................................................................................................................................................................
that I will be asked to leave the room for the discussion and will not be
. ................................................................................................................................................................
permitted to vote on the question.
. ................................................................................................................................................................
I understand that this policy is meant to be a supplement to good judgment,
. ................................................................................................................................................................
and I will respect its spirit as well as its wording.
. ................................................................................................................................................................
Schedule O (Form 990 or 990-EZ) (2013)
DAA
KARA 09/09/2014 5:09 PM
Schedule O (Form 990 or 990-EZ) (2013) Name of the organization
Page
2
Employer identification number
KARA
94-2431483
. ................................................................................................................................................................
Form 990, Part VI, Line 15a - Compensation Process for Top Official
. ................................................................................................................................................................
The ED salary is set when a new ED is hired based on both level of
. ................................................................................................................................................................
qualification and a review of a current nonprofit salary survey for
. ................................................................................................................................................................
northern California, to see what EDs make in similar organizations. The
. ................................................................................................................................................................
salary is then reviewed annually and raises are based on performance and
. ................................................................................................................................................................
financial resources.
. ................................................................................................................................................................
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Form 990, Part VI, Line 19 - Governing Documents Disclosure Explanation
. ................................................................................................................................................................
The Organization makes its governing documents available to the public via
. ................................................................................................................................................................
the internet through the guidestar website or via directly upon request.
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Schedule O (Form 990 or 990-EZ) (2013)
DAA
KARA 09/09/2014 5:09 PM
034
ANNUAL REGISTRATION RENEWAL FEE REPORT TO ATTORNEY GENERAL OF CALIFORNIA
MAIL TO: Registry of Charitable Trusts P.O. Box 903447 Sacramento, CA 94203-4470 Telephone: (916) 445-2021 WEB SITE ADDRESS: http://ag.ca.gov/charities/
Sections 12586 and 12587, California Government Code 11 Cal. Code Regs. sections 301-307, 311 and 312 Failure to submit this report annually no later than four months and fifteen days after the end of the organization's accounting period may result in the loss of tax exemption and the assessment of a minimum tax of $800, plus interest, and/or fines or filing penalties as defined in Government Code section 12586.1. IRS extensions will be honored.
Check if: Change of address
19872
State Charity Registration Number
KARA
Amended report
Name of Organization
457 Kingsley Avenue Corporate or Organization No.
Address (Number and Street)
Palo Alto
0805233
CA 94301 Federal Employer I.D. No.
City or Town, State and ZIP Code
94-2431483
ANNUAL REGISTRATION RENEWAL FEE SCHEDULE (11 Cal. Code Regs. sections 301-307, 311 and 312) Make Check Payable to Attorney General's Registry of Charitable Trusts Gross Annual Revenue
Fee
Gross Annual Revenue
Fee
Gross Annual Revenue
Less than $25,000 Between $25,000 and $100,000
0 $25
Between $100,001 and $250,000 Between $250,001 and $1 million
$50 $75
Between $1,000,001 and $10 million $150 Between $10,000,001 and $50 million $225 Greater than $50 million $300
Fee
PART A - ACTIVITIES For your most recent full accounting period (beginning 01/01/13 ending
833,213
Gross annual revenue$
Total assets $
12/31/13 427,103
) list:
PART B - STATEMENTS REGARDING ORGANIZATION DURING THE PERIOD OF THIS REPORT Note: If you answer "yes" to any of the questions below, you must attach a separate sheet providing an explanation and details for each "yes" response. Please review RRF-1 instructions for information required. Yes 1.
No
During this reporting period, were there any contracts, loans, leases or other financial transactions between the organization and any officer, director or trustee thereof either directly or with an entity in which any such officer, director or trustee had any financial interest?
Stmt 1
X
2.
During this reporting period, was there any theft, embezzlement, diversion or misuse of the organization's charitable prop. or funds?
X
3.
During this reporting period, did non-program expenditures exceed 50% of gross revenues?
X
4.
During this reporting period, were any organization funds used to pay any penalty, fine or judgment? If you filed a Form 4720 with the
X
Internal Revenue Service, attach a copy.
5.
During this reporting period, were the services of a commercial fundraiser or fundraising counsel for charitable purposes used? If "yes,"
X
provide an attachment listing the name, address, and telephone number of the service provider.
6.
During this reporting period, did the organization receive any governmental funding? If so, provide an attachment listing the name of
X
the agency, mailing address, contact person, and telephone number.
7.
During this reporting period, did the organization hold a raffle for charitable purposes? If "yes," provide an attachment indicating the
Copy
X
number of raffles and the date(s) they occurred.
8.
Does the organization conduct a vehicle donation program? If "yes," provide an attachment indicating whether the program is operated
X
by the charity or whether the organization contracts with a commercial fundraiser for charitable purposes.
9.
Did your organization have prepared an audited financial statement in accordance with generally accepted accounting principles for this reporting period?
X
Organization's area code and telephone number650-321-5272 Organization's e-mail address
I declare under penalty of perjury that I have examined this report, including accompanying documents, and to the best of my knowledge and belief, it is true, correct and complete. Signature of authorized officer
Printed Name
Title
Date RRF-1 (3-05)
KARA KARA 94-2431483 FYE: 12/31/2013
California Statements
9/9/2014 5:09 PM
Statement 1 - Form RRF-1, Part B, Line 1 - Financial Transactions Description The Organization's Executive Director is compensated.
Copy
1
KARA 09/09/2014 5:09 PM
TAXABLE YEAR
2013
California Exempt Organization Annual Information Return
FORM
199
Calendar Year 2013 or fiscal year beginning (mm/dd/yyyy)
, and ending (mm/dd/yyyy)
Corporation/Organization Name
.
California corporation number
KARA
0805233
Address (suite, room, or PMB no.)
FEIN
457 Kingsley Avenue
94-2431483
City
Palo Alto A B C D
First Return . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Amended Information Return . . . . . . . . . . . . . . . . . . . . .
ZIP Code
CA
94301
X X X
Yes No Yes No IRC Section 4947(a)(1) trust . . . . . . . . . . . . . . . . . . . . . . . . Yes No Final Information Return? Dissolved Surrendered (Withdrawn) Merged/Reorganized
Enter date: (mm/dd/yyyy) E Check accounting method: (1) Cash (2) X Accrual (3) Other F Federal return filed? (1) 990T (2) 990 PF (3) Sch H (990) G Is this a group filing for the subordinates/affiliates? Yes If "Yes," attach a roster. See instructions H Is this organization in a group exemption? . . . . . . . . . Yes If "Yes," what is the parent's name? I
State
Did the organization have any changes in its activities, governing instrument, articles of incorporation, or bylaws that have not been reported to the Franchise Tax Board?
Yes
If exempt under R&TC Section 23701d, has the organization during the year: (1) participated in any political campaign, or (2) attempted to influence legislation or any ballot measure, or (3) made an election under R&TC Section 23704.5 (relating to lobbying by public charities)? . . . . . . . Yes If "Yes," complete and attach form FTB 3509. Yes K Is the organization exempt under R&TC Section 23701g? .
J
X
No
X
No
X
No
X
No
X
No
If "Yes," enter the gross receipts from nonmember
X
No
X
No
X
No
$ sources. . . . . . . . . . . . . . . . . . . . . . . . . . . . L If organization is exempt under R&TC Section 23701d and is exclusively religious, educational, or charitable, and is supported primarily (50% or more) by public contributions, check box. No filing fee is required. . . . . . . . . . . . . Yes M Is the organization a Limited Liability Company? . N Did the organization file Form 100 or Form 109 Yes to report taxable income? . . . . . . . . . . . . . . . . . . . . O Is the organization under audit by the IRS or has Yes the IRS audited in a prior year? . . . . . . . . . . . . .
If "Yes," explain, and attach copies of revised documents.
Part I
Complete Part I unless not required to file this form. See General Instructions B and C. 1 Gross sales or receipts from other sources. From Side 2, Part II, line 8 . . . . . . . . . . . . . . . . . . 2 Gross dues and assessments from members and affiliates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Gross contributions, gifts, grants, and similar amounts received. . . . . . . . . . . . . . . . . . . . . . . . . Receipts 4 Total gross receipts for filing requirement test. Add line 1 through line 3. and This line must be completed. If the result is less than $50,000, see General Instruction B . . . . . . . . Revenues 5 Cost of goods sold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 00 6 Cost or other basis, and sales expenses of assets sold . . . . 6 00 7 Total costs. Add line 5 and line 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Total gross income. Subtract line 7 from line 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Total expenses and disbursements. From Side 2, Part II, line 18 . . . . . . . . . . . . . . . . . . . . . . . . Expenses 10 Excess of receipts over expenses and disbursements. Subtract line 9 from line 8 . . . . . . . 11 Filing fee $10 or $25. See General Instruction F . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Total payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Filing 13 Penalties and Interest. See General Instruction J . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Fee 14 Use tax. See General Instruction K . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Balance due. Add line 11, line 13, and line 14. Then subtract line 12 from the result . . .
91,039 00
1 2 3
744,612 00
4
835,651 00
00
00
7 8 9 10 11 12 13 14 15
Copy
835,651 00 932,568 00 -96,917 00 10 00 0 00 00 00 10 00
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. Telephone Title Date Signature
Sign Here
of officer
Paid Preparer's Use Only
Date
Preparer's signature Firm's name (or yours, if self-employed) and address
09/09/2014
Check if selfemployed
Deborah Daly CPA 1592 Ramblewood Way Pleasanton, CA 94566
May the FTB discuss this return with the preparer shown above? See instructions
For Privacy Notice, get FTB 1131 ENG/SP.
034
3651134
....................
650-321-5272 PTIN
P00441755
FEIN
Telephone
925-426-1996 X Yes No
Form 199 C1 2013 Side 1
KARA 09/09/2014 5:09 PM
KARA 94-2431483 Part II
Organizations with gross receipts of more than $50,000 and private foundations regardless of amount of gross receipts — complete Part II or furnish substitute information.
Receipts from Other Sources
Expenses and Disbursements
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Schedule L
Gross sales or receipts from all business activities. See instructions . . . . . . . . . . . . . . . . . . . . . . . Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Dividends . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross rents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross royalties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Gross amount received from sale of assets (See Instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Other income. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . .See . . . . . . . . .Statement . . . . . . . . . . . . . . . . . . . . . .1 ......
88,066 1 2,231 2 3 4 5 6 742 7 91,039 Total gross sales or receipts from other sources. Add line 1 through line 7. Enter here and on Side 1, Part I, line 1 . . . . . . . . . . 8 Contributions, gifts, grants, and similar amounts paid. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Disbursements to or for members . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 83,393 Compensation of officers, directors, and trustees. Attach schedule . . . . . . . . See 11 . . . . . . . . .Statement . . . . . . . . . . . . . . . . . . . . . .2 ...... 464,459 Other salaries and wages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Taxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 95,155 Rents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 2,215 Depreciation and depletion (See instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Statement 3 287,346 17 Other Expenses and Disbursements. Attach schedule. . . . . . . . . See ..................................... 932,568 Total expenses and disbursements. Add line 9 through line 17. Enter here and on Side 1, Part I, line 9 . . . 18 Balance Sheets Beginning of taxable year End of taxable year (a) (b) (c) (d)
Assets 1 Cash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Net accounts receivable . . . . . . . . . . . . . . 3 Net notes receivable. . . . . . . . . . . . . . . . . . . . . . 4 Inventories . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 Federal and state 6 7 8 9 10
415,429 78,761
........................... government obligations Investments in other bonds. . . . . . . . . . . . . . . . . . . .
Investments in stock. . . . .Stmt . . . . . . . . . . .4 .. Mortgage loans . . . . . . . . . . . . . . . . . . . . . . . . . .
25,882
Other investments. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . .
a Depreciable assets . . . . . . . . . . . . . . . . . . . . . . b Less accumulated depreciation . . . . . . . . 11 Land . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . assets. 12 Other ..........5 ..... Attach schedule. . . . . . . . . . . . . .Stmt 13 Total assets . . . . . . . . . . . . . . . . . . . . . . . . . . . Liabilities and net worth 14 Accounts payable . . . . . . . . . . . . . . . . . . . . . 15 Contributions, gifts, or grants payable . . . . . . 16 Bonds and notes payable. . . . . . . . . . . . . . . . . . . . . 17 Mortgages payable ............................ liabilities. 18 Other Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Capital stock or principle fund . . . . . . . . 20 Paid-in or capital surplus. Attach
48,074 41,202)
(
6,872 (
48,074 43,417)
5,907 532,851 50,992
-97,246
7
8
5 Expenses recorded on books this year not deducted
Stmt 6
in this return. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . .
6 Total. Add line 1 through line 5
Side 2 Form 199 C1 2013
15,435
17,595 427,103 42,490
Copy
Net income per books . . . . . . . . . . . . . . . . . . . . . . . . Federal income tax . . . . . . . . . . . . . . . . . . . . . . . . . . Excess of capital losses over capital gains . . . . . . . . Income not recorded on books this year. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
210,831 178,585
4,657
reconciliation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 481,859 21 Retained earnings or income fund . . . . . . . . . 532,851 22 Total liabilities and net worth . . . . . . . . . . Schedule M-1 Reconciliation of income per books with income per return Do not complete this schedule if the amount on Schedule L, line 13, column (d), is less than $50,000. 1 2 3 4
00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00 00
..............
034
64,800 -32,446
9 10
3652134
Income recorded on books this year not included in this return. Attach schedule . . . . . .See . . . . . . . . .Stmt . . . . . . . . . . .7 .... Deductions in this return not charged against book income this year. Attach schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Total. Add line 7 and line 8 . . . . . . . . . . Net income per return. Subtract line 9 from line 6 .
384,613 427,103
64,471
64,471 -96,917
KARA 09/09/2014 5:09 PM
Page Employer identification number
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
Name of organization
KARA Part I (a) No.
7
. ......
94-2431483 Contributors (see instructions). Use duplicate copies of Part I if additional space is needed. (b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
15,000
...........................
. ..........................................................................
(a) No.
8
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
15,000
...........................
. ..........................................................................
(a) No.
9
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
............................................................................
............................................................................
$
25,000
...........................
............................................................................
(a) No.
10
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................
$
30,000
...........................
. ..........................................................................
(a) No.
11
. ......
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
$
65,000
Copy
............................................................................
...........................
............................................................................
(a) No. . ......
2
(b) Name, address, and ZIP + 4
(c) Total contributions
. ..........................................................................
............................................................................ . ..........................................................................
$
...........................
(d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution Person X Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution
X Person Payroll Noncash (Complete Part II for noncash contributions.) (d) Type of contribution Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
DAA
KARA KARA 94-2431483 FYE: 12/31/2013
California Statements
9/9/2014 5:09 PM
Statement 1 - Form 199, Part II, Line 7 - Other Income Description Annual Gala Refunds & reimbursements Total
Amount $ $
742 742
Copy
1
KARA KARA 94-2431483 FYE: 12/31/2013
9/9/2014 5:09 PM
California Statements
Statement 2 - Form 199, Part II, Line 11 - Officer Compensation Name
Address City
Kimberly Griffin Palo Alto Othar Hansson, Ph.D. Palo Alto Ruth Richerson Palo Alto Brad Whitworth Palo Alto Jim Santucci, CPA Palo Alto Linda Aronson Palo Alto Wayne Davison Palo Alto Elizabeth Quinn Palo Alto Elena Tindall Palo Alto Total
State
Zip
457 Kingsley CA 94301 457 Kingsley CA 94301 457 Kingsley CA 94301 457 Kingsley CA 94301 457 Kingsley CA 94301 457 Kingsley CA 94301 457 Kingsley CA 94301 457 Kingsley CA 94301 457 Kingsley CA 94301
Title Avenue At Large Avenue Chair Emeritus Avenue At Large Avenue President Avenue Exec Director Avenue Vice President Avenue Treasurer Avenue Secretary Ave At Large
Avg Hrs
Compensation Amount
1.00 2.00 1.00 2.00 40.00
83,393
2.00 2.00 2.00 1.00 83,393
2
KARA KARA 94-2431483 FYE: 12/31/2013
9/9/2014 5:09 PM
California Statements
Statement 3 - Form 199, Part II, Line 17 - Other Expenses Description
Amount $
Annual Gala Food and Beverages Fringe Benefits Payroll Taxes Accounting / Auditing Fees Program Consuting Grant Writing Postage Printing Conferences & Training Equipment Lease / Purchas Dues, Fees & Other Maintenance & Repair Professional Development Special Event Expense Advertising Supplies Telephone & Internet Insurance Community Events Volunteer Expenses Total
2,438 51,467 46,745 12,020 58,925 16,257 5,315 17,477 4,328 7,189 8,520 3,904 160 13,520 5,253 9,242 7,154 5,988 8,178 3,266 287,346
$
Statement 4 - Form 199, Schedule L, Line 7 - Investments in Stock Beginning of Year
Description Money Market, Mutual Funds Total
$ $
25,882 25,882
End of Year $ $
15,435 15,435
Statement 5 - Form 199, Schedule L, Line 12 - Other Assets Beginning of Year
Description Prepaid Expenses Total
$ $
5,907 5,907
End of Year $ $
17,595 17,595
Copy
Statement 6 - Form 199, Schedule M-1, Line 5 - Expenses Recorded on Books Description
Donated services Total
$ $
Amount 64,800 64,800
3-6
KARA KARA 94-2431483 FYE: 12/31/2013
9/9/2014 5:09 PM
California Statements
Statement 7 - Form 199, Schedule M-1, Line 7 - Income Recorded on Books Description Net unrealized gains Donated services Total
Amount $ $
Copy
-329 64,800 64,471
7
